See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,803 | $72,492+62.5% | $87,100+35.2% | $72,985+61.4% |
| Participation rate | 94.7% | 72.8%+21.9pp | 76.9%+17.9pp | 69.5%+25.3pp |
| Annual return | 17.49% | 24.46%-7.0pp | 28.19%-10.7pp | 81.00%-63.5pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $15,018 | $3,270+359.3% | $4,049+270.9% | $3,607+316.3% |
| Admin fee / account holder | $26,369 | $5,055+421.6% | $7,497+251.7% | $5,124+414.6% |